Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Debate: Should COVID-Era Health Insurance Subsidies Be Extended?
By Robert Bloink | William H. ByrnesAfter 2025, the expansion of the premium tax credit will expire unless Congress acts.
September 18, 2024
12 States With the Lowest Property Tax Rates: 2024What homeowners pay can vary widely, the Tax Foundation reports.
September 18, 2024
Why Ultra-High-Net-Worth Clients Should Consider 831(b) PlansOne reason to self-insure big risks is to avoid claim time surprises.
September 17, 2024
House OKs Steeper Penalties for Leaking Tax DataThe Taxpayer Data Protection Act comes after the pilfering of data on Donald Trump and other billionaires.
September 17, 2024
Trump Pledges to Restore SALT Write-Off, Tax Break He CurbedTrump posted before a campaign stop on Long Island that he would "get SALT back," without providing details.
September 13, 2024
New Bill Creates $25,000 Tax Deduction for SeniorsThe Seniors in the Workforce Tax Relief Act establishes an above-the-line deduction for 2024 through 2028.
September 12, 2024
9 New Tax Projections for Retirement Planning in 2025Several key numbers tied to IRAs, capital gains and gift taxes are adjusted annually.
September 11, 2024
What the IRS Manual Tells Staffers About Life and AnnuitiesWhen agency bill collectors come calling, they hope to find sources of "collection potential."